Tim Lindsay in

Tim Lindsay

Pioneer · DISC type ids
Financial Planning Professional at Retire Better Pty Ltd
📍 Greater Adelaide Area, Australia

Tim is a Financial Planning Professional with over 30 years of experience, specializing in retirement strategies, SMSFs, and tax mitigation. He is the founder of Retire Better Pty Ltd, a boutique practice in Adelaide. People who have worked with him describe him as competent, knowledgeable, and client-centric.

Outside of work, Tim is a married family man. His personal interests are diverse and include playing music, specifically the guitar and saxophone. He also enjoys watching sports, motorcycling, researching family history, and working as a general handyperson.

He humorously notes on his company website that his clientele extends to everyone, even Collingwood supporters.

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Experience
30 Years
Current Role
Financial Planning Professional
Location
Greater Adelaide Area, Australia
Personality Overview

How Tim shows up

Dynamic But Sincere
Decisive But Friendly
Driven But Considerate

They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Priorities

Topics Tim cares about

Retirement Planning
He founded 'Retire Better' to focus on helping clients, particularly those aged 50-70, plan the next phase of their life, looking beyond just the financial numbers.
Holistic Advice
He focuses on understanding the 'what and why' behind his clients' goals for themselves and their families, indicating a values-based approach to financial planning.
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Career

Work history

6-2023
Financial Planning Professional
Retire Better Pty Ltd
10-2010 - 6-2023
Financial Planning Executive
Roe's Financial Services
2008 - 2010
Financial Planner
Rawson Verco FP
9-2007 - 6-2009
Senior Advice Coach
BT Advice Services
4-1997 - 8-2007
Senior Financial Planner
Westpac Financial Planning
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1973 - 1978
Education details unavailable
Underdale High School
Education details unavailable
SA College of Advanced Education
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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